Bo Brantley Lamar

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Plano, TX
• 08/2021 → Present
  J.P. Morgan Securities Llc
  Plano, TX
• 04/2020 → 07/2021
  Renegade Well Services
  Granbury, TX
• 02/2018 → 03/2020
  Diamondback Energy
  Midland, TX
• 06/2017 → 02/2018
  Taurex Drill Bits
  Midland, TX
• 02/2014 → 02/2017
  Fdl/Devon Energy
  Midland, TX
• 03/2017 → 05/2017
  Unemployed
  Midland, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-10
• S63 Uniform Securities Agent State Law Examination
  2021-10-19

Other Names

• Bo Lamar